Tax Operations Predefined Reports

Note:

To avoid report errors, you must enter the required parameters.

Report NameDescriptionRequired Parameters
At Risk Tasks

Displays the tasks that are “at risk” (where remaining time available to complete the task is less than the minimum task duration).

  • Schedule––Select the schedules and period for the report.

  • Optional: Period––Filter by period and schedule.

Compliance Analysis

Displays key compliance metrics by user.

  • Schedule––Filter by schedule.

  • Optional: Period––Filter by period.

  • Optional: Minimum % Late––Users can provide a threshold that filters the records to be displayed. For example, if you enter 10, users with 10% or more of their tasks completed late are displayed.

Early Tasks

Displays the tasks that were completed before the due date, creating an opportunity to shorten close cycles.

  • Schedule––Select the schedules that filter the records to be displayed.

  • Optional: Period––Filter by period.

Late Tasks

Displays the tasks that are late for either the Assignee role or for any Approver level role.

  • Schedule––Select the schedules to be included in the report.

  • Optional: Period––Filter by period.

Performance Analysis by Organizational Unit

Displays key performance metrics by Organizational Unit.

  • Schedule––Filter by schedule.

  • Optional: Period––Filter by period.

Rejected Tasks

Displays statuses rejected by any approver.

  • Schedule––Select the schedules to be included in the report.

  • Optional: Period––Filter by period.

Task Audit Trial

Displays the changes made to tasks during a user-selected date range.

  • From Date––Select the starting date.

  • To Date––Select the ending date.

  • Optional: Changed By––Select records changed by the selected user.

  • Optional: Field Changed––Select changes made to a field.

  • Optional: Task ID––Select changes made to a task.

Users with Late Tasks

Displays the count of tasks that are late for either the assignee role or for any reviewer level role, grouped by user name.

  • Schedule––Select the schedule(s) to be included in the report.

  • Optional: Period––Filter by period.